WMWM
IWP icon

Whitaker-Myers Wealth Managers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6M Buy
154,430
+11,127
+8% +$1.53M 3.78% 9
2026
Q1 		$18.4M Buy
143,303
+7,470
+5% +$1.01M 3.66% 9
2025
Q4 		$18.6M Buy
135,833
+2
+0% +$280 3.88% 9
2025
Q3 		$19.3M Buy
135,831
+7,128
+6% +$1.01M 4.22% 9
2025
Q2 		$17.8M Buy
128,703
+11,928
+10% +$1.51M 4.5% 7
2025
Q1 		$13.7M Buy
116,775
+9,002
+8% +$1.16M 3.85% 8
2024
Q4 		$13.7M Buy
107,773
+8,654
+9% +$1.1M 3.98% 7
2024
Q3 		$11.6M Buy
99,119
+7,530
+8% +$842K 3.87% 7
2024
Q2 		$10.1M Buy
91,589
+20,175
+28% +$2.22M 3.73% 8
2024
Q1 		$8.15M Buy
71,414
+8,602
+14% +$931K 3.44% 8
2023
Q4 		$6.56M Buy
62,812
+9,158
+17% +$868K 3.27% 10
2023
Q3 		$4.9M Buy
53,654
+12,286
+30% +$1.17M 3.04% 10
2023
Q2 		$4M Buy
41,368
+7,450
+22% +$679K 2.68% 9
2023
Q1 		$3.09M Buy
33,918
+14,122
+71% +$1.26M 2.39% 9
2022
Q4 		$1.65M Buy
+19,796
New +$1.67M 1.59% 22

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM